Active matters
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Hold legal
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Deadlines this week
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Bankruptcy
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Total matters
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Recent activity
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Upcoming deadlines
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All matters
| File # | Debtor | Client | Rep | Status | Last action date ▼ | Last action |
|---|---|---|---|---|---|---|
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Upcoming deadlines
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Import Word / PDF docket
Click to upload .docx or .pdf docket file
AI will extract all matters and journal entries automatically
Import Legal Action Request (LAR)
Upload a single LAR PDF to extract debtor info, loan details, and a financial snapshot. The matter will be created if it doesn't exist, or updated (blank fields only) if it does. Match is by loan account number.
Click to upload LAR PDF
Single file · creates or updates one matter
Import format guide
Paralegals should format Word documents as follows for automatic import:
MATTER: [Last, First] FILE: [1208-XXX] TRIAD FILE: [XXXXXX] CLIENT: [TRIAD / TRANSPECOS / HH_CONCRETE / HH_TILE] STATUS: [Active / Hold Legal / Bankruptcy / Closed] REP: [Shelar / Bigelow / Davis / etc.] ENTRY [MM/DD/YY] [INITIALS]: [status note] ENTRY [MM/DD/YY] [INITIALS]: [status note]
Import history
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User management
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